Purchases and Sales Made in Q2 2023 in Nextera Energy Inc (NEE)
This table provides information about the institutional ownership of Nextera Energy Inc (NEE) during Q2 2023. The information is specifically focused on institutions that hold shares of NEXTERA ENERGY INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 17.12% |
$82.5K - $89.7K
|
7.76K
$523K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.12K+ 5.07% |
$81.5K - $88.6K
|
23.2K
$1.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.12K+ 2.08% |
$81.5K - $88.6K
|
55K
$3.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.12K+ 14.64% |
$81.5K - $88.6K
|
8.78K
$591K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.11K+ 0.45% |
$81K - $88.1K
|
249K
$16.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.11K+ 1.17% |
$80.4K - $87.4K
|
96K
$6.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.1K+ 7.51% |
$79.7K - $86.7K
|
15.7K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.09K+ 9.94% |
$79.2K - $86.2K
|
12.1K
$812K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.08K+ 25.18% |
$78.7K - $85.5K
|
5.38K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.08K+ 1.1% |
$78.1K - $85K
|
99.1K
$6.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.07K+ 16.25% |
$78K - $84.8K
|
7.68K
$517K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 4.1% |
$77.1K - $83.8K
|
26.9K
$1.81M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.06K+ 2.66% |
$76.8K - $83.5K
|
40.7K
$2.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.05K+ 9.47% |
$76.5K - $83.2K
|
12.2K
$820K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.05K+ 9.44% |
$76K - $82.6K
|
12.1K
$816K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.03K+ 30.86% |
$75K - $81.6K
|
4.38K
$295K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.03K+ 10.98% |
$74.8K - $81.3K
|
10.4K
$701K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
BUY
|
- |
1.01K+ 11.38% |
$73.1K - $79.5K
|
9.85K
$664K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1K+ 1.09% |
$72.8K - $79.1K
|
92.8K
$6.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
996+ 19.06% |
$72.4K - $78.7K
|
6.22K
$419K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
984+ 492.0% |
$71.5K - $77.8K
|
1.18K
$79.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
967+ 5.52% |
$70.3K - $76.4K
|
18.5K
$1.25M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
966+ 7.5% |
$70.2K - $76.4K
|
13.8K
$933K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
956+ 2.07% |
$69.5K - $75.6K
|
47.2K
$3.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
949+ 3.52% |
$69K - $75K
|
27.9K
$1.88M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
945+ 2.45% |
$68.7K - $74.7K
|
39.6K
$2.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
939+ 47.47% |
$68.3K - $74.2K
|
2.92K
$197K
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
939+ 7.18% |
$68.3K - $74.2K
|
14K
$944K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
926+ 19.74% |
$67.3K - $73.2K
|
5.62K
$378K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
925New |
$67.2K - $73.1K
|
925
$62.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
923+ 2.5% |
$67.1K - $73K
|
37.9K
$2.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
923+ 1.06% |
$67.1K - $73K
|
88.1K
$5.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
921+ 1.59% |
$66.9K - $72.8K
|
59K
$3.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
917+ 9.26% |
$66.7K - $72.5K
|
10.8K
$729K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
901+ 5.21% |
$65.5K - $71.2K
|
18.2K
$1.23M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
883+ 4.23% |
$64.2K - $69.8K
|
21.8K
$1.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
879+ 6.05% |
$63.9K - $69.5K
|
15.4K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
875+ 5.18% |
$63.6K - $69.2K
|
17.8K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
874+ 12.36% |
$63.5K - $69.1K
|
7.94K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
870+ 7.59% |
$63.2K - $68.8K
|
12.3K
$831K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
856+ 18.81% |
$62.2K - $67.7K
|
5.41K
$364K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
840+ 2.21% |
$61.1K - $66.4K
|
38.9K
$2.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
840New |
$61.1K - $66.4K
|
840
$56.6K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
838+ 16.64% |
$60.9K - $66.2K
|
5.87K
$396K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
833+ 6.68% |
$60.6K - $65.8K
|
13.3K
$897K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
833+ 1.88% |
$60.6K - $65.8K
|
45.2K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
833+ 0.33% |
$60.6K - $65.8K
|
251K
$16.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
832+ 3.1% |
$60.5K - $65.8K
|
27.6K
$1.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
825+ 23.3% |
$60K - $65.2K
|
4.37K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
823+ 857.29% |
$59.8K - $65K
|
919
$61.9K
|